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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,556 | $83,337-93.3% | $67,834-91.8% | $273,972-98.0% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,874 | $3,287-12.6% | $2,403+19.6% | $4,869-41.0% |
| Participant deferral / active EE | $4,216 | $4,088+3.1% | $3,160+33.4% | $5,287-20.3% |
| Admin fee / account holder | $24 | $6,752-99.6% | $4,622-99.5% | $10,133-99.8% |